See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $941 | $46,553-98.0% | $64,056-98.5% | $75,163-98.7% |
| Participation rate | 89.3% | 65.9%+23.3pp | 72.3%+17.0pp | 67.2%+22.1pp |
| Annual return | 112.69% | 26.03%+86.7pp | 33.69%+79.0pp | 160.62%-47.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,110 | $2,837-60.9% | $3,880-71.4% | $4,125-73.1% |
| Admin fee / account holder | $313 | $2,952-89.4% | $3,068-89.8% | $5,651-94.5% |